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FUNDRAISING NEWS | April 22, 2024

Stifel Adds Former Wells Fargo Team

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Stifel Financial has acquired a team of advisors from Wells Fargo Advisors, which manages $395 million in assets. The team, based in Omaha, Nebraska, operates under the name Robino Private Wealth Management Group and consists of advisors Michael Robino and Brett Becker, Senior Client Associate Michelle Hattam, and Marketing Associate Katie Swanson. 

Robino's career in the financial industry began in 1994 at Financial Network Investment Corp., and he has also been associated with Wells Fargo. Michael earned the CFP certification and has built a practice that emphasizes strong client relationships, in-depth customization, and committed service.

Brett Becker started his career in 2014 with Waddell & Reed and has worked with Insight Securities and Wells Fargo. Brett’s primary role is supporting Mike with client portfolios and works closely in wealth management. Brett holds both CFA and CAIA designations. Michelle Hattam has been in the industry since 1998, with registrations at Ameritrade, Scottrade, and multiple stints at Wells Fargo. Katie Swanson brings over nine years of experience from her tenure at Wells Fargo. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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